DDVIX vs. AKRIX

In the year-to-date period, DDVIX achieves a -0.37% return, which is significantly lower than AKRIX's -0.18% return. Over the past 10 years, DDVIX has underperformed AKRIX with an annualized return of 4.29%, while AKRIX has yielded a comparatively higher 11.70% annualized return.

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DDVIX has a 0.68% expense ratio, which is lower than AKRIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Value Fund (DDVIX) and Akre Focus Fund (AKRIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DDVIX Sharpe Ratio is -0.73, which is lower than the AKRIX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of DDVIX and AKRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DDVIX's dividend yield for the trailing twelve months is around 1.40%, while AKRIX has not paid dividends to shareholders.

The maximum DDVIX drawdown since its inception was -53.49%, which is greater than AKRIX's maximum drawdown of -34.14%. Use the drawdown chart below to compare losses from any high point for DDVIX and AKRIX. For additional features, visit the drawdowns tool.

Delaware Value Fund (DDVIX) has a higher volatility of 27.01% compared to Akre Focus Fund (AKRIX) at 6.28%. This indicates that DDVIX's price experiences larger fluctuations and is considered to be riskier than AKRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.